Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 9, 2022. Long positions only.
- Positions
- 275
- No filing for Q3 2021
- Portfolio value
- $191.1M
- No filing for Q3 2021
Aquire Wealth Advisors, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,390,441 | $45.9M | 24.0% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 427,523 | $25.0M | 13.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 303,805 | $11.1M | 5.8% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 176,937 | $9.15M | 4.8% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 247,536 | $7.32M | 3.8% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 172,177 | $7.14M | 3.7% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 58,018 | $6.75M | 3.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 122,768 | $6.27M | 3.3% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 228,964 | $6.26M | 3.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 21,063 | $5.84M | 3.1% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 178,375 | $5.28M | 2.8% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 107,334 | $5.28M | 2.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 44,931 | $5.13M | 2.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 36,213 | $4.20M | 2.2% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 114,147 | $4.13M | 2.2% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 126,513 | $3.98M | 2.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 42,620 | $3.44M | 1.8% | – | – | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 62,182 | $3.19M | 1.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 53,752 | $2.66M | 1.4% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 92,257 | $2.41M | 1.3% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 78,979 | $2.29M | 1.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,728 | $2.11M | 1.1% | – | – | – |
| BILLBILL Holdings, Inc. | Stock | 5,407 | $1.35M | 0.7% | – | – | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,259 | $1.30M | 0.7% | – | – | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 13,507 | $1.29M | 0.7% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 16,128 | $912.0K | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 4,627 | $822.0K | 0.4% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,917 | $519.0K | 0.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,432 | $501.0K | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 471 | $498.0K | 0.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 132 | $440.0K | 0.2% | – | – | History |
| WRBYWarby Parker Inc. | CL A COM | 8,028 | $374.0K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 105 | $304.0K | 0.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 1,500 | $256.0K | 0.1% | – | – | History |
| MFLBlackRock Muniholdings Investment Quality Fund | COM | 15,845 | $235.0K | 0.1% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3,070 | $225.0K | 0.1% | – | – | – |
| RUNSunrun Inc. | COM | 6,426 | $220.0K | 0.1% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 2,777 | $202.0K | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,468 | $192.0K | 0.1% | – | – | – |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $190.0K | 0.1% | – | – | History |
| DISWalt Disney Co | Stock | 1,172 | $182.0K | 0.1% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,229 | $180.0K | 0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 4,520 | $176.0K | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 632 | $163.0K | 0.1% | – | – | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 2,670 | $152.0K | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 508 | $149.0K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 420 | $141.0K | 0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 537 | $137.0K | 0.1% | – | – | – |
| APHAmphenol Corp | CL A | 1,522 | $133.0K | 0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 198 | $132.0K | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 2,946 | $131.0K | 0.1% | – | – | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 2,864 | $130.0K | 0.1% | – | – | – |
| DTFDTF Tax-Free Income 2028 Term Fund Inc | COM | 8,955 | $128.0K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 204 | $123.0K | 0.1% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 676 | $121.0K | 0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,432 | $121.0K | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 630 | $119.0K | 0.1% | – | – | History |
| MAMastercard Inc | Stock | 311 | $112.0K | 0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 226 | $107.0K | 0.1% | – | – | History |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 7,450 | $103.0K | 0.1% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 42 | $101.0K | 0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 157 | $101.0K | 0.1% | – | – | History |
| SHWSherwin Williams Co | COM | 283 | $100.0K | 0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 1,261 | $96.0K | 0.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 297 | $95.0K | <0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 276 | $93.0K | <0.1% | – | – | History |
| STESTERIS plc | SHS USD | 381 | $93.0K | <0.1% | – | – | History |
| CPRTCopart Inc | COM | 600 | $91.0K | <0.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 320 | $90.0K | <0.1% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 150 | $89.0K | <0.1% | – | – | History |
| MTCHMatch Group, Inc. | COM | 662 | $88.0K | <0.1% | – | – | History |
| FISVFiserv Inc | Stock | 790 | $82.0K | <0.1% | – | – | History |
| SAFMSanderson Farms Inc | COM | 428 | $82.0K | <0.1% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 447 | $79.0K | <0.1% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 406 | $74.0K | <0.1% | – | – | History |
| CTASCintas Corp | Stock | 166 | $74.0K | <0.1% | – | – | History |
| ALGNAlign Technology Inc | COM | 112 | $74.0K | <0.1% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 2,422 | $72.0K | <0.1% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 1,801 | $72.0K | <0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 125 | $71.0K | <0.1% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 154 | $71.0K | <0.1% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 264 | $66.0K | <0.1% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 612 | $66.0K | <0.1% | – | – | – |
| GDDYGoDaddy Inc. | CL A | 767 | $65.0K | <0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 551 | $64.0K | <0.1% | – | – | History |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 4,500 | $61.0K | <0.1% | – | – | History |
| IDAIdacorp Inc | COM | 540 | $61.0K | <0.1% | – | – | History |
| CPAYCorpay, Inc. | COM | 266 | $60.0K | <0.1% | – | – | History |
| MKLMarkel Group Inc. | COM | 45 | $56.0K | <0.1% | – | – | History |
| FBINFortune Brands Innovations, Inc. | COM | 510 | $55.0K | <0.1% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 832 | $55.0K | <0.1% | – | – | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 910 | $51.0K | <0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 397 | $51.0K | <0.1% | – | – | – |
| VFCV F Corp | Stock | 675 | $49.0K | <0.1% | – | – | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 596 | $47.0K | <0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 105 | $46.0K | <0.1% | – | – | – |
| OKTAOkta, Inc. | CL A | 200 | $45.0K | <0.1% | – | – | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 1,322 | $41.0K | <0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 1,011 | $40.0K | <0.1% | – | – | History |
| TFXTeleflex Inc | COM | 117 | $38.0K | <0.1% | – | – | History |